PROG Holdings, Inc. (PRG) M&A Call Transcript
PROG Holdings, Inc. (PRG) is positioned for a potential P/E rerating as their Buy Now, Pay Later business gains investor attention. Management has $150 million of excess cash from the divestiture of Vive Financial in Q3 2025. PROG repurchases ~1% of outstanding shares every quarter which provides strong downside protection and predictable EPS growth.
PROG Holdings, Inc. (NYSE:PRG ) Q3 2025 Earnings Call October 22, 2025 8:30 AM EDT Company Participants John Baugh - Vice President of Investor Relations Steven Michaels - CEO, President & Director Brian Garner - Chief Financial Officer Conference Call Participants Kyle Joseph - Stephens Inc., Research Division Robert Griffin - Raymond James & Associates, Inc., Research Division Anthony Chukumba - Loop Capital Markets LLC, Research Division Hoang Nguyen - TD Cowen, Research Division Bradley Thomas - KeyBanc Capital Markets Inc., Research Division John Hecht - Jefferies LLC, Research Division Vincent Caintic - BTIG, LLC, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to the PROG Holdings Third Quarter Earnings Conference Call.
PROG Holdings (PRG) came out with quarterly earnings of $0.9 per share, beating the Zacks Consensus Estimate of $0.73 per share. This compares to earnings of $0.77 per share a year ago.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
PROG Holdings (PRG) could be a great choice for investors looking to buy stocks that have gained strong momentum recently but are still trading at reasonable prices. It is one of the several stocks that made it through our 'Fast-Paced Momentum at a Bargain' screen.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
PROG Holdings, Inc. (NYSE:PRG ) Q2 2025 Earnings Conference Call July 23, 2025 8:30 AM ET Company Participants John Baugh - Vice President of Investor Relations Steven Michaels - CEO, President & Director Brian Garner - Chief Financial Officer Conference Call Participants Kyle Joseph - Stephens Inc., Research Division Robert Griffin - Raymond James & Associates, Inc., Research Division Bradley Thomas - KeyBanc Capital Markets Inc., Research Division Hoang Nguyen - TD Cowen, Research Division Anthony Chukumba - Loop Capital Markets LLC, Research Division John Hecht - Jefferies LLC, Research Division Vincent Caintic - BTIG, LLC, Research Division Operator Good day, and thank you for standing by. Welcome to the PROG Holdings Q2 2025 Earnings Conference Call.
PROG Holdings (PRG) came out with quarterly earnings of $1.02 per share, beating the Zacks Consensus Estimate of $0.79 per share. This compares to earnings of $0.92 per share a year ago.
Four Technologies grew GMV 145.7% y/y, and PROG noted reduced debt, and stock repurchases, making the stock attractive. The company appears to trade at 5.9x 2028 EPS, and 6x 2027 EPS. Recent debt reduction and share repurchases signal potential undervaluation, likely attracting new investors and increasing stock demand.
PROG Holdings, Inc. (NYSE:PRG ) Q1 2025 Earnings Call April 23, 2025 8:30 AM ET Company Participants John Baugh - Vice President, Investor Relations Steve Michaels - President and Chief Executive Officer Brian Garner - Chief Financial Officer Conference Call Participants Bobby Griffin - Raymond James Brad Thomas - KeyBanc Capital Markets Kyle Joseph - Stephens John Hecht - Jefferies Anthony Chukumba - Loop Capital Markets Hoang Nguyen - TD Cowen Operator Good day and thank you for standing by. Welcome to the PROG Holdings First Quarter 2025 Earnings Conference Call.